NEIRG
SHYD icon

New England Investment & Retirement Group’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

New England Investment & Retirement Group’s Portfolio SHYD Stock Details SHYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-50,571
Closed -$1.22M – 60
2018
Q4 		$1.22M Buy
50,571
+197
+0.4% +$4.75K 0.7% 22
2018
Q3 		$1.23M Sell
50,374
-15,711
-24% -$384K 0.8% 22
2018
Q2 		$1.62M Buy
66,085
+391
+0.6% +$9.51K 1.08% 22
2018
Q1 		$1.59M Sell
65,694
-22,244
-25% -$538K 0.87% 27
2017
Q4 		$2.13M Sell
87,938
-26,643
-23% -$649K 1.12% 27
2017
Q3 		$2.8M Sell
114,581
-4,605
-4% -$112K 1.56% 20
2017
Q2 		$2.89M Buy
119,186
+17,283
+17% +$418K 1.67% 20
2017
Q1 		$2.45M Buy
101,903
+26,288
+35% +$629K 1.35% 25
2016
Q4 		$1.8M Sell
75,615
-19,645
-21% -$478K 0.99% 31
2016
Q3 		$2.4M Buy
95,260
+11,598
+14% +$294K 1.32% 29
2016
Q2 		$2.13M Buy
83,662
+13,202
+19% +$333K 1.26% 35
2016
Q1 		$1.77M Buy
70,460
+6,148
+10% +$153K 0.97% 38
2015
Q4 		$1.58M Buy
64,312
+20,008
+45% +$496K 0.83% 35
2015
Q3 		$1.1M Sell
44,304
-6,169
-12% -$153K 0.53% 48
2015
Q2 		$1.26M Buy
+50,473
New +$1.28M 0.6% 42

Other funds holding SHYD

EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
MWC
MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return

New England Investment & Retirement Group's SHYD Position: Q1 2019 in Review

New England Investment & Retirement Group sold out of VanEck Short High Yield Muni ETF (SHYD) in Q1 2019, closing a stake of 50,571 shares — an estimated $1.22M sold.

New England Investment & Retirement Group first reported a position in SHYD in Q2 2015 and held it in 15 quarters. The position peaked at $2.89M in Q2 2017. 57 funds tracked by Wall St. Rank hold SHYD as of Q1 2019.

  • New England Investment & Retirement Group reported no remaining VanEck Short High Yield Muni ETF position as of Q1 2019 after selling out during the quarter.
  • New England Investment & Retirement Group sold 50,571 VanEck Short High Yield Muni ETF shares in Q1 2019, an estimated $1.22M.
  • New England Investment & Retirement Group first reported a position in VanEck Short High Yield Muni ETF in Q2 2015 and held it in 15 quarters.
  • New England Investment & Retirement Group's VanEck Short High Yield Muni ETF position peaked at $2.89M in Q2 2017.
  • 57 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2019.

Based on New England Investment & Retirement Group's 13F filing for Q1 2019, filed 30 Apr 2019.